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Effective Tools for the Screening and Prescription of Exercise for the Older Adult .
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Effective Tools for the Screening and Prescription of Exercise for the Older Adult Michael E. Rogers, PhD, FACSMDepartment of Human Performance StudiesCenter for Physical Activity and AgingWichita State UniversityMarcia G. Ory, PhD, MPHDepartment of Social and Behavioral HealthSchool of Rural Public HealthTexas A&M Health Science Center
Topics for Presentation Discuss Risk-Benefit of physical activityReview current screening guidelinesDevelopment of EASYThe Six EASY StepsApplication of EASY
Benefits of PA for Older Adults Sufficient evidence supports the physical and psychosocial benefits of aerobic, resistive, stretching/flexibility and balance exercise activities for older adults
Benefits of PA for Older Adults Sedentary lifestyles exacerbate coronary heart disease, degenerative joint disease and osteoporosis, and likelihood of falls and other injuries
Safety for Older Adults • Recognize safety of low and moderate intensity physical activity • Consider the potential risks and benefits associated with physical activity for each older person • Explore and discuss unfounded fears that being more active may exacerbate underlying disease and cause trauma • Develop and widely disseminate easy to use safety tips
What is there to fear? • Most common risks associated with exercise are minor musculoskeletal injuries rather than more serious cardiovascular incidents • Risk of sudden death or acute cardiac events with vigorous exercise is very low and more likely to occur in those who are sedentary and/or have atherosclerotic cardiovascular disease
Current Screening Recommendations Due to low risk to benefit ratio of exercise, current guidelines from the American Heart Association and the American College of Cardiology no longer recommend routine stress testing for those initiating a low to moderate intensity exercise program
Strategies for Safe Exercise • Start low and go slow approach • Safety guidelines for initiation and stopping of exercise program
Unsafe Exercise Likelihood of sustaining a musculoskeletal injury is greater if: • an inappropriate exercise program is initiated • if persons are unaware of signs and symptoms indicating a need to stop or change activity patterns
Pre-Exercise Screening • Not to screen out of exercise • Minimize risks associated with exercise • Individually tailor activity programs that are most suitable for older adults’ needs and aspirations
Common Screening Strategies Most commonly used pre-activity screening tools [e.g. the Revised Physical Activity Readiness Questionnaire (Cardinal & Cardinal, 2001), PCP checklist] focus on cardiovascular events with minimal attention paid to more common muscle, joint, or bone-related problems and other risks factors.
Old Habits Die Hard • Many structured physical activity programs require older adults see their health care provider before increasing physical activity at any level • Recommendation persists despite recognition of the many benefits of exercise for older adults and the relatively low risk of cardiovascular or even musculoskeletal events at a low to moderate level of activity
Screening Persists Despite Findings • 20% of older adults have a positive stress test and will be exposed to more invasive testing (Kohl et al., 1990; Wennberg et al., 1996) • Both stress tests and preactivity questionnaires are associated with unacceptably high false positive and false negative results (Morey & Sullivan, 2003) • There is no prognostic value of testing in asymptomatic individuals with regard to cardiovascular events (Mora et al., 2003)
Benefits Feel safe Feel capable Know underlying ability Barrier Prevents participation for some Inconvenient Waste of time Benefits and Barriers to Screening Resnick et al, 2005. Focus Groups
The EASY…………. A new conceputualization of screening!
The Exercise/Physical Activity Assessment and Screening for You (EASY) • Developed to • help older adults, their health care providers, or providers of exercise programs or activities, match any physical risks with an appropriate exercise program • provide ongoing safety tips to assure safe and effective exercise activities
Initial Development Steps • The initial work toward the development of the EASY came out of the Behavioral Change Consortium (BCC) Physical Activity Workgroup • 11 BCC studies supported by the National Institutes of Health focused on increasing physical activity reported no severe adverse events and relatively few moderate or mild negative events (Ory et al., 2002)
Development of the EASY Through the support of the Robert Wood Johnson Foundation, a small group of investigators from the BCC Physical Activity Workgroup explored the experiences and beliefs of researchers, clinicians and older adults relative to exercise pre-screening (Resnick, Ory, Coday, Riebe, 2005).
Expert Work Panel • An expert panel participated in a Screening Roundtable in Washington, DC (May2005) to: • 1) disseminate information about best practices for promoting physical activity in older adults • 2) introduce a new screening paradigm of tailoring versus screening by developing an appropriate assessment tool based on the new paradigm • 3) recommend actions for identification and monitoring of adverse events in existing community programs.
Panel Conclusions • Adverse events from light to moderate physical activity programs were minimal across various populations and settings, and effective mechanisms for encouraging increased activity in adults 50 and older were needed • Plan initiated to develop an easy to use tool that would enable a quick assessment of health problems, provide initial strategies for appropriate tailoring of physical activity to meet the needs of persons with different health conditions and problems, and offer safety tips to further minimize potential health risks
EASY Development Team Co-Chairs • Marcia G. Ory, PhD, MPH: Texas A&M Health Science Center • Barbara Resnick, PhD, CRNP, FAAN, FAANP: University of Maryland Contributors: • Terry L. Bazzarre, PhD, MS: Robert Wood Johnson Foundation • Jane N. Bolin, BSN, JD,PhD: Texas A&M Health Science Center • WojtekChodzko-Zajko, PhD, FACSM: University of Illinois • Roseann M. Lyle, PhD, FACSM: Purdue University • Phil Page, PT, ATC, MS, CSCS: Louisiana State University • Michael E. Rogers, PhD, CSCS, FACSM: Wichita State University • Cody Sipe, PhD, ES, RCEP: University of North Carolina at Charlotte Project Coordinators: • Kerrie Hora, MS: Texas A&M Health Science Center • Angie Wade, MPH : Texas A&M Health Science Center
The Underlying Message Exercise is good for persons at all ages. Nearly all older adults can safely participate in moderate intensity physical activities such as a brisk walk or gardening for at least 30 minutes a day, most days of the week. There is a new tool that helps individuals know when to see a health care provider and how to choose activities for optimal benefit given particular health conditions or situations. This changes the role of health care provider from “gatekeeper” to partner in developing appropriate activity programs.
The EASY • Includes six screening questions that were developed based on prior experience and clinical research. www.easyforyou.info
The purpose of this question is to help older adults identify acute cardiac problems that might result if aerobic exercise is initiated • Encourages the older adult and provider to focus on symptoms, particularly new symptoms • If the symptoms are not new and they have been previously evaluated, then the individual can link via the internet or other informational tools to appropriate exercise options for a variety of cardiovascular problems • Can set specific goals relevant to underlying cardiac disease and initiate an exercise program that will be geared toward achieving those goals
Use of the EASY Each of the EASY screening questions is followed by an algorithm that guides the individual completing the measure through a variety of options.
Process of the EASY • Differentiates whether or not the cardiac symptoms experienced are new of if they had previously been evaluated • If experiencing a new symptom, the individual is encouraged to check with his or her primary health care provider to determine if there is any reason he or she cannot be physical activity • If it is not a new problem and the problem has been evaluated previously, then he or she can begin exercising with linked information guiding activities
Helps the individual and his/her provider address dizziness, which may be from a variety of underlying medical problems • vertigo, underlying cardiovascular problems (e.g. atrial fibrillation or orthostatic hypotension), metabolic problems such as high or low blood sugar, visual impairment, or poor medication management
If the symptoms of dizziness are new he/she should be evaluated by a health care provider • If dizziness is a chronic problem, the individual can link to the safety tips for exercise and appropriate exercise programs for individuals who have dizziness
This question is asked to emphasize the importance of regular blood pressure monitoring among older adults and not to serve as a deterrent to exercise.
To help older adults and health care providers identify acute exacerbations of underlying musculoskeletal problems • To consider chronic musculoskeletal problems so that exercise will not exacerbate these problems
Despite Popular Opinion Physical therapy and exercise clearly benefit older adults with arthritis Kovar Et al., 1992; O’Reilly& Doherty, 1999; O’Reilly et al., 2001; Thomas et al., 2002; Roddy et al., 2005.
Musculoskeletal issues…the importance of doing it right! • Strategies included in the EASY: • low-intensity physical activity and increasing the intensity gradually • increasing muscle strength around weight-bearing joints • active stretching during the warm-up and cool-down portions of aerobic exercise programs
Focuses on possible balance concerns to optimize safety during physical activities • Use of canes and walkers should be encouraged as there is some evidence to suggest that these devices improve balance and mobility in many situations Bateni & Maki, 2005; Steultjens et al., 2004
Overcoming Fear The EASY will link older individuals who have a history of falls, feel unsteady when walking, or use an assistive device to appropriate exercise interventions and to a comprehensive list of safety tips for exercise.
Encourages individuals to report additional symptoms that might influence their ability and willingness to exercise (e.g. incontinence) • Question links to a variety of exercise programs that incorporate stretching and balance with aerobic and resistance activities and remind the user to follow the comprehensive safety tips prior to, during and after exercise